Jasper CRM FEATURES:
- Manage Project and generate Invoices
- Create professional invoices
- Set up recurring invoices
- Create estimates and send to customer
- Auto convert estimates to invoice after approval
- Create good looking proposals to impress clients
- Create expenses of specific project or expenses billable to customer
- Record and receive Payments in different currencies
- Timesheet report helps you to have clear view of lodged time of each task by each staff member
- Add Partial / Full payment to the invoice
- Keep track of all leads auto import lead from email, website and change lead status easily
- Great support system that helps you to track and resolve issues quickly
- Have clear view of all upcoming invoice payment, contract and estimates expiration, task finish date with calendar feature
- Add custom fields on PDF for invoice, payment, proposal etc. To fit your business requirement
- Assign tasks to multiple staff members. Let your staff comment on tasks
- E-Signature option available for contract, proposal and estimates
- Create Knowledge base articles and organize them in groups
- Use contract feature to lock current and future sales. Easily create contract and send directly to customer
- Generate reports and have clear view of Income, Expenses and Lead conversion
- Use goal tracking feature to create and track every organizational goal. Get notification on completion of goal
- Each staff get their own to-do list to increase productivity
- Customize theme and style to fit your brand
- Create announcement for staff members and customers
Think !!! Build !!! Go Live !!!
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